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Acuity Brands

348 hedge funds and large institutions have $3.16B invested in Acuity Brands in 2020 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 115 increasing their positions, 128 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

1.86% less ownership

Funds ownership: 95.11%93.25% (-1.9%)

10% less funds holding

Funds holding: 387348 (-39)

10% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 128

39% less capital invested

Capital invested by funds: $5.2B → $3.16B (-$2.04B)

45% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 77

59% less call options, than puts

Call options by funds: $11.5M | Put options by funds: $28M

Holders
348
Holders Change
-39
Holders Change %
-10.08%
% of All Funds
7.67%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
42
Increased
115
Reduced
128
Closed
77
Calls
$11.5M
Puts
$28M
Net Calls
-$16.6M
Net Calls Change
+$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$28.3M +$1.79M +16,315 +5%
Schroder Investment Management Group
27
Schroder Investment Management Group
United Kingdom
$27.9M +$2.47M +22,535 +7%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$20.4M -$311K -2,840 -1%
LSV Asset Management
29
LSV Asset Management
Illinois
$20.3M -$967K -8,820 -4%
Goldman Sachs
30
Goldman Sachs
New York
$19.5M -$11.2M -102,371 -31%
VVP
31
Vulcan Value Partners
Alabama
$19.1M -$3.5M -31,908 -13%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$18.7M +$8.98M +81,886 +60%
Charles Schwab
33
Charles Schwab
California
$18.2M +$719K +6,553 +3%
RP
34
Riverbridge Partners
Minnesota
$18.1M -$12.5M -114,050 -35%
CSC
35
Cove Street Capital
California
$14.3M +$11.6M +106,041 +173%
UBS AM
36
UBS AM
Illinois
$14.1M +$223K +2,033 +1%
Swiss National Bank
37
Swiss National Bank
Switzerland
$13.2M +$3.07M +28,000 +22%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$13M +$352K +3,206 +2%
Ameriprise
39
Ameriprise
Minnesota
$12.1M -$562K -5,121 -4%
CS
40
Credit Suisse
Switzerland
$11.5M -$433K -3,949 -3%
EARNEST Partners
41
EARNEST Partners
Georgia
$11.1M -$5.47M -49,918 -28%
N
42
Nuveen
North Carolina
$11.1M -$8.88M -80,991 -38%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$10.7M +$663K +6,049 +5%
Ensign Peak Advisors
44
Ensign Peak Advisors
Utah
$10.5M +$1.04M +9,450 +8%
Principal Financial Group
45
Principal Financial Group
Iowa
$10.5M -$5.35M -48,768 -28%
RPI
46
Railway Pension Investments
United Kingdom
$10.4M +$5.18M +47,200 +63%
SFM
47
Systematic Financial Management
New Jersey
$10.2M +$3.16M +28,824 +32%
Wells Fargo
48
Wells Fargo
California
$9.98M -$1.46M -13,270 -10%
MSL
49
Mackay Shields LLC
New York
$9.83M +$4.56M +41,569 +57%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$9.55M +$901K +8,219 +8%

AYI Hedge Fund Activity: Q1 2020 in Review

348 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Acuity Brands (AYI) for Q1 2020, worth a combined $3.16B — down 39% from $5.2B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of AYI and 42 opened new positions — a net loss of 35 holders — while 128 trimmed existing stakes and 115 added.

The largest buyer was Fidelity Investments, adding an estimated $114M. The largest seller was International Value Advisers, cutting an estimated $64.8M.

  • 348 institutional investors held Acuity Brands (AYI) as of Q1 2020, down from 387 in Q4 2019.
  • Funds reported $3.16B of Acuity Brands stock for Q1 2020, down 39% quarter-over-quarter.
  • 42 funds opened new Acuity Brands positions in Q1 2020 and 77 closed out, a net change of -35 holders.
  • The largest Acuity Brands buyer in Q1 2020 was Fidelity Investments, an estimated $114M added.
  • The largest Acuity Brands seller in Q1 2020 was International Value Advisers, an estimated $64.8M sold.

Based on aggregated 13F filings for Q1 2020.